See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,182 | $24,730-71.0% | $66,042-89.1% | $84,808-91.5% |
| Participation rate | 74.5% | 68.1%+6.4pp | 67.5%+7.0pp | 68.3%+6.2pp |
| Annual return | 8.06% | 79.55%-71.5pp | 52.11%-44.1pp | 40.90%-32.8pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,320 | $1,737-24.0% | $2,835-53.5% | $4,212-68.7% |
| Admin fee / account holder | $998 | $3,014-66.9% | $5,747-82.6% | $7,344-86.4% |